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  • David Ira Roth

Tricia Rosen - Financial Planner & Enrolled Agent

Tricia chats about her career in finance, her firm, and gives a few financial tips.



Recorded Live at ZUMIX in East Boston


Freelance Finance is the show where we go in depth into the financial and personal lives of Boston based freelancers. It is hosted by David Ira Roth and airs Thursdays at 11am on 94.9FM in Boston (WZMR - ZUMIX Radio). You can also listen live at www.zumix.org/listenlive.html Listen to this episode in iTunes


Find Tricia Online

Tricia's Website: www.accessfinancialplanning.com

Haiku:

Access Financial.

Tricia will take care of you

In all the seasons.


Hurricanes ablaze

I hope it misses. I know

we will all be strong.


My cat gives stock picks.

They are bad, and he’s a jerk.

No stock tips from cats!

Quiz Questions

1. Bentley School of Accounting and Finance was founded in Boston by Harry C. Bentley, a pioneering business educator and author who taught accounting at Boston University and other area schools and wanted to use his own methods in accounting education. According to Car and Driver, what is the current Base Price of the 2018 Bentley Continental GT

A. $225,000 B. $95,000 C. $615,000


2. Tricia Takinawa is a fictional news reporter for channel 5 news in Quahog voiced by Alex Borstein. What TV show is she on?

A. Frasier B. Blue Bloods C. Murphy Brown D. Family Guy

3. Audio Question - The section 199a deduction goes into effect for the 2018 tax year for qualified business income. I am going to play a clip of the actual text of section 199a set to music. Tell me the artist and title of the song in the background:

A. Major Lazer and Justin Bieber - Cold Water B. Frank Sinatra and Dean Martin - Sams Song C. Bob Marley and the Wailers - No Woman, No Cry

Hint - 199a is cold in the water.

Answers

1 = A

2 = D 3 = A

This episode was recorded live at Zumix Radio in East Boston.


Disclaimer: Any information provided is for informational purposes only. It cannot be used for the purposes of avoiding penalties or taxes.

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